Click the logo to return to KB

The Finance Shop Release Notes

You can use TFS to email a request to the application vendor to request a copy of the invoice for the goods item being financed. Below is a very simple template created in TFS Administration.

You can create your own company branded templates using standard HTML code.

You do not need to add a signature to the template as each user can define their own template in TFS.

In TFS provided that you have defined a vendor for the goods record, you will see them in the Application Service Providers screen.

Now click on the email icon next to the Vendor Contact Person and a blank email will open;

Now click on the next to Template; and select the Application Category

The template will then populate with the details of the goods.

A comment will made in the CRM section;

If you are tracking workflow dates with TFS you can enter dates when you ordered and received the invoice;

Browser not supported